Kaplan University School of Professional and Continuing Education Kaplan University School of Professional and Continuing Education

Live Insurance CE Classes in Wisconsin

Live CE Classes

Meet your continuing education requirements in Wisconsin with expert instruction in a live, traditional classroom. Kaplan Financial Education’s live CE classes provide a learning environment with maximum student-teacher interaction. With years of financial and insurance industry experience, our instructors are the best of the best. Register for your live class today!

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Live Class Calendar
Date(s) Class City &
State
Credit Hours Credit Type Price   Details
Aug 28 – Aug 28 Wisconsin Required 4-Hour Long-Term Care Partnership CE Course, 1st Edition, Revised [meets refresher training requirement; ClearCert approved] Wauwatosa, WI
Long-Term Care Training 4
Long-Term Care Training $59.00  Add to Cart 

This class fulfills the 4-hour long-term care (LTC) partnership CE requirement in Wisconsin. Review the long-term care market, services, and providers, as well as long-term care costs and sources of coverage. Get the latest information on Wisconsin standards for qualified partnership policies and their relationship with other public and private sources of coverage.

Location Details: Session Details:
  • Kaplan Professional Education - Wauwatosa
  • 3333 N Mayfair Rd
  • Ste 301
  • Wauwatosa, WI 53222

  • Get Directions
  • #1: Tue, August 28, 2018, 8:15 AM - 12:00 PM (local)

Taught By:
  • Romeo Raabe
Aug 28 – Aug 28 Ethics and Best Business Practices Wauwatosa, WI
Ethics 4
Ethics $59.00  Add to Cart 

As business competition grows and consumer expectations heighten, ethics increasingly plays a critical role in delivering, servicing and marketing financial products and services to the public. The insurance/financial profession is especially vulnerable due to the personal nature, and complexities of, this high-relationship industry. As a result of attending this course, students will gain a greater understanding of the dynamics of ethics in your business and how to ensure that it is a core part of your marketing plans and client service activities.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Professional Education - Wauwatosa
  • 3333 N Mayfair Rd
  • Ste 301
  • Wauwatosa, WI 53222

  • Get Directions
  • #1: Tue, August 28, 2018, 1:00 PM - 4:45 PM (local)

Taught By:
  • Romeo Raabe
Aug 30 – Aug 30 Beneficiary Designations-Treasure Chest or Time Bomb?, 1st Edition, Revised Madison, WI
Life and Health 4
Eligible CFP® CE Hours 4
Life and Health $59.00  Add to Cart 

Understanding the implications of beneficiary designations is critical to making a client's policy a treasure chest, not a time bomb. Learn how to avoid the landmines by writing correct beneficiary designations for various client situations.

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Lakeland University - Madison
  • 1650 Pankratz St
  • Madison, WI 53704

  • Get Directions
  • #1: Thu, August 30, 2018, 8:30 AM - 12:15 PM (local)

Taught By:
  • Brad Charles
Aug 30 – Aug 30 Higher Ethical Standards for Down in the Trenches Madison, WI
Ethics 4
Ethics $59.00  Add to Cart 

Get a look at ethics from both the top down and the ground up. You will learn the origins of both objective and subjective ethical systems and how state law is derived from ethics. This ethics course will also go further into why ethics presents a higher standard than simply being legal. You will be able to participate in active discussions and debates regarding current ethical issues in the financial industry and will leave the class armed with an understanding of ethics at a more personal level. The result will be increased client trust, loyalty, and referrals.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Lakeland University - Madison
  • 1650 Pankratz St
  • Madison, WI 53704

  • Get Directions
  • #1: Thu, August 30, 2018, 12:45 PM - 4:30 PM (local)

Taught By:
  • Brad Charles
Sep 05 – Sep 05 Retirement Planning Strategies, 1st Edition, Revised Wauwatosa, WI
Life and Health 4
Eligible CFP® CE Hours 4
Life and Health $59.00  Add to Cart 

Today's retirement planning must address many dimensions and cover many needs: health care and health insurance; income and asset distribution; Social Security; and, unlike the retirement plans of years ago, continued wealth accumulation. Understand the financial concerns facing retirees, identify the products and services that would help meet those concerns, and review the ethics and market conduct requirements of serving the senior market. This class is critical as you help your clients manage their assets in retirement.

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Professional Education - Wauwatosa
  • 3333 N Mayfair Rd
  • Ste 301
  • Wauwatosa, WI 53222

  • Get Directions
  • #1: Wed, September 05, 2018, 8:15 AM - 12:00 PM (local)

Taught By:
  • James Murray
Sep 06 – Sep 06 Social Security: Now…and the Future? 2nd Edition, 3rd Revision Wauwatosa, WI
Life 4
Eligible CFP® CE Hours 4
Life $59.00  Add to Cart 

According to studies and reports that measure the preparedness for retirement, retirees over the next several years will depend heavily on Social Security Retirement benefits. As such, there will be increased pressure on financial professionals to understand the retirement benefits that Social Security will provide and to integrate these benefits into clients' retirement plans.  After a brief review of the history and development of Social Security, the course will provide an in-depth discussion of all Social Security benefits, with specific emphasis on retirement and survivors benefits for eligible workers, their spouses, widows and widowers, and divorced spouses.  The course will also examine the implications of collecting retirement benefits early as well as delaying retirement benefits.  In addition, the course will cover the basic benefits and recent changes to the Medicare benefit system.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Professional Education - Wauwatosa
  • 3333 N Mayfair Rd
  • Ste 301
  • Wauwatosa, WI 53222

  • Get Directions
  • #1: Thu, September 06, 2018, 8:15 AM - 12:00 PM (local)

Taught By:
  • James Murray
Sep 06 – Sep 06 Financial Strategies to Achieve Client Objectives, 2nd Edition, Revised Wauwatosa, WI
Life and Health 4
Eligible CFP® CE Hours 4
Life and Health $59.00  Add to Cart 

Increase your knowledge and understanding of the issues and tools involved in helping individuals accumulate and preserve financial assets. Special attention is paid to understanding client needs and goals at various stages in life, and understanding the strategies, products, and techniques to help the client achieve their goals and objectives. Specific focus will include determining needs and objectives; saving and accumulation techniques; risk and risk management; and asset allocation.

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Professional Education - Wauwatosa
  • 3333 N Mayfair Rd
  • Ste 301
  • Wauwatosa, WI 53222

  • Get Directions
  • #1: Thu, September 06, 2018, 1:00 PM - 4:45 PM (local)

Taught By:
  • James Murray
Sep 25 – Sep 25 Retirement Planning Strategies, 1st Edition, Revised Wauwatosa, WI
Life and Health 4
Eligible CFP® CE Hours 4
Life and Health $59.00  Add to Cart 

Today's retirement planning must address many dimensions and cover many needs: health care and health insurance; income and asset distribution; Social Security; and, unlike the retirement plans of years ago, continued wealth accumulation. Understand the financial concerns facing retirees, identify the products and services that would help meet those concerns, and review the ethics and market conduct requirements of serving the senior market. This class is critical as you help your clients manage their assets in retirement.

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Professional Education - Wauwatosa
  • 3333 N Mayfair Rd
  • Ste 301
  • Wauwatosa, WI 53222

  • Get Directions
  • #1: Tue, September 25, 2018, 8:15 AM - 12:00 PM (local)

Taught By:
  • James Murray
Sep 25 – Sep 25 Higher Ethical Standards for Down in the Trenches Wauwatosa, WI
Ethics 4
Ethics $59.00  Add to Cart 

Get a look at ethics from both the top down and the ground up. You will learn the origins of both objective and subjective ethical systems and how state law is derived from ethics. This ethics course will also go further into why ethics presents a higher standard than simply being legal. You will be able to participate in active discussions and debates regarding current ethical issues in the financial industry and will leave the class armed with an understanding of ethics at a more personal level. The result will be increased client trust, loyalty, and referrals.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Professional Education - Wauwatosa
  • 3333 N Mayfair Rd
  • Ste 301
  • Wauwatosa, WI 53222

  • Get Directions
  • #1: Tue, September 25, 2018, 1:00 PM - 5:00 PM (local)

Taught By:
  • James Murray
Oct 03 – Oct 03 Estate Planning Techniques: Understanding Trusts, Buy-Sell Agreements, and Special Planning, 1st Edition, Revised Wauwatosa, WI
Life and Health 4
Eligible CFP® CE Hours 4
Life and Health $59.00  Add to Cart 

Explore a wide range of strategies that can be used during life and after the decedent's death to accomplish estate planning objectives. This class reviews several types of trusts, the tax implications of placing property in a trust, and special planning considerations for married and non-married couples. Students will discover how buy-sell agreements can facilitate the continuation of a business and create estate liquidity, and how to use powers of attorney and advance medical directives to deal with incapacity.

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Professional Education - Wauwatosa
  • 3333 N Mayfair Rd
  • Ste 301
  • Wauwatosa, WI 53222

  • Get Directions
  • #1: Wed, October 03, 2018, 8:15 AM - 12:00 PM (local)

Taught By:
  • James Murray
Oct 03 – Oct 03 Understanding IRAs - Products, Distributions, and Strategies, 1st Edition, Revised Wauwatosa, WI
Life 4
Eligible CFP® CE Hours 4
Life $59.00  Add to Cart 

With the retirement of the "baby boomers" well underway, understanding the options and the requirements under the laws, rules and regulations governing IRAs is becoming even more important. This course will review the features and benefits of IRA plans and the relative advantages and disadvantages of different types of IRAs and different IRA strategies. The course will place particular emphasis on distribution options and requirements, understanding transfers and rollovers under the new rules, and IRA conversions.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Professional Education - Wauwatosa
  • 3333 N Mayfair Rd
  • Ste 301
  • Wauwatosa, WI 53222

  • Get Directions
  • #1: Wed, October 03, 2018, 1:00 PM - 4:45 PM (local)

Taught By:
  • James Murray
Oct 04 – Oct 04 Ethics and Best Business Practices Wauwatosa, WI
Ethics 4
Ethics $59.00  Add to Cart 

As business competition grows and consumer expectations heighten, ethics increasingly plays a critical role in delivering, servicing and marketing financial products and services to the public. The insurance/financial profession is especially vulnerable due to the personal nature, and complexities of, this high-relationship industry. As a result of attending this course, students will gain a greater understanding of the dynamics of ethics in your business and how to ensure that it is a core part of your marketing plans and client service activities.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Professional Education - Wauwatosa
  • 3333 N Mayfair Rd
  • Ste 301
  • Wauwatosa, WI 53222

  • Get Directions
  • #1: Thu, October 04, 2018, 8:15 AM - 12:00 PM (local)

Taught By:
  • James Murray
Oct 04 – Oct 04 Disability Income Insurance: Safeguarding Your Future Wauwatosa, WI
Life and Health 4
Life and Health $59.00  Add to Cart 

The ability to earn an income is an individual's most important asset, and lack of protection will affect an individual's or family's financial future. Day-to-day living expenses continue even when income stops. Recognize the probabilities of disability, the potential losses resulting from a disability, and the need for disability income protection. Learn about other sources of disability income protection such as Social Security, group disability income protection, and salary continuation plans. The class also addresses business loss exposures and offsetting those exposures with disability income insurance. Lastly, review the taxation of individual disability income insurance and related options.

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Professional Education - Wauwatosa
  • 3333 N Mayfair Rd
  • Ste 301
  • Wauwatosa, WI 53222

  • Get Directions
  • #1: Thu, October 04, 2018, 1:00 PM - 4:45 PM (local)

Taught By:
  • James Murray
Oct 23 – Oct 23 Disability Income Insurance: Safeguarding Your Future Wauwatosa, WI
Life and Health 4
Life and Health $59.00  Add to Cart 

The ability to earn an income is an individual's most important asset, and lack of protection will affect an individual's or family's financial future. Day-to-day living expenses continue even when income stops. Recognize the probabilities of disability, the potential losses resulting from a disability, and the need for disability income protection. Learn about other sources of disability income protection such as Social Security, group disability income protection, and salary continuation plans. The class also addresses business loss exposures and offsetting those exposures with disability income insurance. Lastly, review the taxation of individual disability income insurance and related options.

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Professional Education - Wauwatosa
  • 3333 N Mayfair Rd
  • Ste 301
  • Wauwatosa, WI 53222

  • Get Directions
  • #1: Tue, October 23, 2018, 8:15 AM - 12:00 PM (local)

Taught By:
  • James Murray
Oct 23 – Oct 23 Social Security: Now…and the Future? 2nd Edition, 3rd Revision Wauwatosa, WI
Life 4
Eligible CFP® CE Hours 4
Life $59.00  Add to Cart 

According to studies and reports that measure the preparedness for retirement, retirees over the next several years will depend heavily on Social Security Retirement benefits. As such, there will be increased pressure on financial professionals to understand the retirement benefits that Social Security will provide and to integrate these benefits into clients' retirement plans.  After a brief review of the history and development of Social Security, the course will provide an in-depth discussion of all Social Security benefits, with specific emphasis on retirement and survivors benefits for eligible workers, their spouses, widows and widowers, and divorced spouses.  The course will also examine the implications of collecting retirement benefits early as well as delaying retirement benefits.  In addition, the course will cover the basic benefits and recent changes to the Medicare benefit system.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Professional Education - Wauwatosa
  • 3333 N Mayfair Rd
  • Ste 301
  • Wauwatosa, WI 53222

  • Get Directions
  • #1: Tue, October 23, 2018, 1:00 PM - 4:45 PM (local)

Taught By:
  • James Murray
Nov 07 – Nov 07 Financial Strategies to Achieve Client Objectives, 2nd Edition, Revised Wauwatosa, WI
Life and Health 4
Eligible CFP® CE Hours 4
Life and Health $59.00  Add to Cart 

Increase your knowledge and understanding of the issues and tools involved in helping individuals accumulate and preserve financial assets. Special attention is paid to understanding client needs and goals at various stages in life, and understanding the strategies, products, and techniques to help the client achieve their goals and objectives. Specific focus will include determining needs and objectives; saving and accumulation techniques; risk and risk management; and asset allocation.

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Professional Education - Wauwatosa
  • 3333 N Mayfair Rd
  • Ste 301
  • Wauwatosa, WI 53222

  • Get Directions
  • #1: Wed, November 07, 2018, 1:00 PM - 4:45 PM (local)

Taught By:
Nov 08 – Nov 08 Beneficiary Designations-Treasure Chest or Time Bomb?, 1st Edition, Revised Wauwatosa, WI
Life and Health 4
Eligible CFP® CE Hours 4
Life and Health $59.00  Add to Cart 

Understanding the implications of beneficiary designations is critical to making a client's policy a treasure chest, not a time bomb. Learn how to avoid the landmines by writing correct beneficiary designations for various client situations.

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Professional Education - Wauwatosa
  • 3333 N Mayfair Rd
  • Ste 301
  • Wauwatosa, WI 53222

  • Get Directions
  • #1: Thu, November 08, 2018, 8:15 AM - 12:15 PM (local)

Taught By:
Nov 08 – Nov 08 Retirement Planning Strategies, 1st Edition, Revised Wauwatosa, WI
Life and Health 4
Eligible CFP® CE Hours 4
Life and Health $59.00  Add to Cart 

Today's retirement planning must address many dimensions and cover many needs: health care and health insurance; income and asset distribution; Social Security; and, unlike the retirement plans of years ago, continued wealth accumulation. Understand the financial concerns facing retirees, identify the products and services that would help meet those concerns, and review the ethics and market conduct requirements of serving the senior market. This class is critical as you help your clients manage their assets in retirement.

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Professional Education - Wauwatosa
  • 3333 N Mayfair Rd
  • Ste 301
  • Wauwatosa, WI 53222

  • Get Directions
  • #1: Thu, November 08, 2018, 1:00 PM - 1:45 PM (local)

Taught By:
Nov 14 – Nov 14 Ethics and Best Business Practices Madison, WI
Ethics 4
Ethics $59.00  Add to Cart 

As business competition grows and consumer expectations heighten, ethics increasingly plays a critical role in delivering, servicing and marketing financial products and services to the public. The insurance/financial profession is especially vulnerable due to the personal nature, and complexities of, this high-relationship industry. As a result of attending this course, students will gain a greater understanding of the dynamics of ethics in your business and how to ensure that it is a core part of your marketing plans and client service activities.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Lakeland University - Madison
  • 1650 Pankratz St
  • Madison, WI 53704

  • Get Directions
  • #1: Wed, November 14, 2018, 8:30 AM - 12:15 PM (local)

Taught By:
Nov 14 – Nov 14 Social Security: Now…and the Future? 2nd Edition, 3rd Revision Madison, WI
Life 4
Eligible CFP® CE Hours 4
Life $59.00  Add to Cart 

According to studies and reports that measure the preparedness for retirement, retirees over the next several years will depend heavily on Social Security Retirement benefits. As such, there will be increased pressure on financial professionals to understand the retirement benefits that Social Security will provide and to integrate these benefits into clients' retirement plans.  After a brief review of the history and development of Social Security, the course will provide an in-depth discussion of all Social Security benefits, with specific emphasis on retirement and survivors benefits for eligible workers, their spouses, widows and widowers, and divorced spouses.  The course will also examine the implications of collecting retirement benefits early as well as delaying retirement benefits.  In addition, the course will cover the basic benefits and recent changes to the Medicare benefit system.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Lakeland University - Madison
  • 1650 Pankratz St
  • Madison, WI 53704

  • Get Directions
  • #1: Wed, November 14, 2018, 12:45 PM - 4:30 PM (local)

Taught By:
Nov 15 – Nov 15 Tax Traps in Life Insurance and Annuities, 1st Edition, Revised Madison, WI
Life and Health 4
Eligible CFP® CE Hours 4
Life and Health $59.00  Add to Cart 

Avoid costly mistakes in life insurance and annuity contracts. Taxes can unnecessarily result from improperly structured life insurance and/or annuity contracts. Discover how incorrect designations and transfers can negate the significant tax advantages that annuity contracts and life insurance policies provide. Learn a methodology to conduct an effective policy review.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Lakeland University - Madison
  • 1650 Pankratz St
  • Madison, WI 53704

  • Get Directions
  • #1: Thu, November 15, 2018, 12:45 PM - 4:30 PM (local)

Taught By:
Nov 27 – Nov 27 Higher Ethical Standards for Down in the Trenches Wauwatosa, WI
Ethics 4
Ethics $59.00  Add to Cart 

Get a look at ethics from both the top down and the ground up. You will learn the origins of both objective and subjective ethical systems and how state law is derived from ethics. This ethics course will also go further into why ethics presents a higher standard than simply being legal. You will be able to participate in active discussions and debates regarding current ethical issues in the financial industry and will leave the class armed with an understanding of ethics at a more personal level. The result will be increased client trust, loyalty, and referrals.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Professional Education - Wauwatosa
  • 3333 N Mayfair Rd
  • Ste 301
  • Wauwatosa, WI 53222

  • Get Directions
  • #1: Tue, November 27, 2018, 8:15 AM - 12:15 PM (local)

Taught By:
  • Romeo Raabe
Nov 27 – Nov 27 Wisconsin Required 4-Hour Long-Term Care Partnership CE Course, 1st Edition, Revised [meets refresher training requirement; ClearCert approved] Wauwatosa, WI
Long-Term Care Training 4
Long-Term Care Training $59.00  Add to Cart 

This class fulfills the 4-hour long-term care (LTC) partnership CE requirement in Wisconsin. Review the long-term care market, services, and providers, as well as long-term care costs and sources of coverage. Get the latest information on Wisconsin standards for qualified partnership policies and their relationship with other public and private sources of coverage.

Location Details: Session Details:
  • Kaplan Professional Education - Wauwatosa
  • 3333 N Mayfair Rd
  • Ste 301
  • Wauwatosa, WI 53222

  • Get Directions
  • #1: Tue, November 27, 2018, 1:00 PM - 4:45 PM (local)

Taught By:
  • Romeo Raabe
Dec 05 – Dec 05 Estate Planning Techniques: Understanding Trusts, Buy-Sell Agreements, and Special Planning, 1st Edition, Revised Wauwatosa, WI
Life and Health 4
Eligible CFP® CE Hours 4
Life and Health $59.00  Add to Cart 

Explore a wide range of strategies that can be used during life and after the decedent's death to accomplish estate planning objectives. This class reviews several types of trusts, the tax implications of placing property in a trust, and special planning considerations for married and non-married couples. Students will discover how buy-sell agreements can facilitate the continuation of a business and create estate liquidity, and how to use powers of attorney and advance medical directives to deal with incapacity.

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Professional Education - Wauwatosa
  • 3333 N Mayfair Rd
  • Ste 301
  • Wauwatosa, WI 53222

  • Get Directions
  • #1: Wed, December 05, 2018, 8:15 AM - 12:00 PM (local)

Taught By:
  • James Murray
Dec 05 – Dec 05 Disability Income Insurance: Safeguarding Your Future Wauwatosa, WI
Life and Health 4
Life and Health $59.00  Add to Cart 

The ability to earn an income is an individual's most important asset, and lack of protection will affect an individual's or family's financial future. Day-to-day living expenses continue even when income stops. Recognize the probabilities of disability, the potential losses resulting from a disability, and the need for disability income protection. Learn about other sources of disability income protection such as Social Security, group disability income protection, and salary continuation plans. The class also addresses business loss exposures and offsetting those exposures with disability income insurance. Lastly, review the taxation of individual disability income insurance and related options.

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Professional Education - Wauwatosa
  • 3333 N Mayfair Rd
  • Ste 301
  • Wauwatosa, WI 53222

  • Get Directions
  • #1: Wed, December 05, 2018, 1:00 PM - 4:45 PM (local)

Taught By:
  • James Murray
Dec 06 – Dec 06 Understanding IRAs - Products, Distributions, and Strategies, 1st Edition, Revised Wauwatosa, WI
Life 4
Eligible CFP® CE Hours 4
Life $59.00  Add to Cart 

With the retirement of the "baby boomers" well underway, understanding the options and the requirements under the laws, rules and regulations governing IRAs is becoming even more important. This course will review the features and benefits of IRA plans and the relative advantages and disadvantages of different types of IRAs and different IRA strategies. The course will place particular emphasis on distribution options and requirements, understanding transfers and rollovers under the new rules, and IRA conversions.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Professional Education - Wauwatosa
  • 3333 N Mayfair Rd
  • Ste 301
  • Wauwatosa, WI 53222

  • Get Directions
  • #1: Thu, December 06, 2018, 8:15 AM - 12:00 PM (local)

Taught By:
  • James Murray
Dec 06 – Dec 06 Social Security: Now…and the Future? 2nd Edition, 3rd Revision Wauwatosa, WI
Life 4
Eligible CFP® CE Hours 4
Life $59.00  Add to Cart 

According to studies and reports that measure the preparedness for retirement, retirees over the next several years will depend heavily on Social Security Retirement benefits. As such, there will be increased pressure on financial professionals to understand the retirement benefits that Social Security will provide and to integrate these benefits into clients' retirement plans.  After a brief review of the history and development of Social Security, the course will provide an in-depth discussion of all Social Security benefits, with specific emphasis on retirement and survivors benefits for eligible workers, their spouses, widows and widowers, and divorced spouses.  The course will also examine the implications of collecting retirement benefits early as well as delaying retirement benefits.  In addition, the course will cover the basic benefits and recent changes to the Medicare benefit system.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Professional Education - Wauwatosa
  • 3333 N Mayfair Rd
  • Ste 301
  • Wauwatosa, WI 53222

  • Get Directions
  • #1: Thu, December 06, 2018, 1:00 PM - 4:45 PM (local)

Taught By:
  • James Murray
Dec 20 – Dec 20 Ethics and Best Business Practices Wauwatosa, WI
Ethics 4
Ethics $59.00  Add to Cart 

As business competition grows and consumer expectations heighten, ethics increasingly plays a critical role in delivering, servicing and marketing financial products and services to the public. The insurance/financial profession is especially vulnerable due to the personal nature, and complexities of, this high-relationship industry. As a result of attending this course, students will gain a greater understanding of the dynamics of ethics in your business and how to ensure that it is a core part of your marketing plans and client service activities.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Professional Education - Wauwatosa
  • 3333 N Mayfair Rd
  • Ste 301
  • Wauwatosa, WI 53222

  • Get Directions
  • #1: Thu, December 20, 2018, 8:15 AM - 12:00 PM (local)

Taught By:
  • Brad Charles
Dec 20 – Dec 20 Tax Traps in Life Insurance and Annuities, 1st Edition, Revised Wauwatosa, WI
Life and Health 4
Eligible CFP® CE Hours 4
Life and Health $59.00  Add to Cart 

Avoid costly mistakes in life insurance and annuity contracts. Taxes can unnecessarily result from improperly structured life insurance and/or annuity contracts. Discover how incorrect designations and transfers can negate the significant tax advantages that annuity contracts and life insurance policies provide. Learn a methodology to conduct an effective policy review.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Professional Education - Wauwatosa
  • 3333 N Mayfair Rd
  • Ste 301
  • Wauwatosa, WI 53222

  • Get Directions
  • #1: Thu, December 20, 2018, 1:00 PM - 4:45 PM (local)

Taught By:
  • Brad Charles